Allow me to schedule appointments for prospective clients. We don't want to activate them in our account because sometimes they don't show up for their appointment.
When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent ...
Remove signature option for clients on progress notes
Allow me to remove the option to allow clients to sign progress notes. We don't want clients signing their notes and we don't want our therapists to accidentally select this option.
Guest
over 1 year ago
in Notes & Cases
1
Future consideration
Drag and drop files from other sources into client's documents
When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.
Guest
almost 3 years ago
in Clients & Groups
2
Future consideration
When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.
Document if the client owed amount has been sent to collections
Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.
Allow me to enter each staff member's taxonomy code on their profile and have it carry over to payers so I don't have to add it for each payer separately.